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Agency Upload Products
Chubb is pleased to offer Upload Services, direct from your agency management system.
Learn More 
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Real-time Interface
We have teamed up with a number of agency management system vendors to deliver multiple real-time service solutions for your
agency.
Learn More 
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Agent's Council for Technology (ACT)
Agent's Council for Technology (ACT) provides several resources designed to assist your agency in understanding and implementing
technology.
Learn More 
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Agency Download Products
Chubb's Download*
How Download Works:
Download transmits updated policy and commission data to a mailbox created for you by IVANS (Insurance Value Added Network
Services). Your agency management system is then able to pull that information out of your IVANS mailbox and import the detailed
policy and commission information directly into your system. Downloads are transmitted on a daily basis, unless otherwise
noted.
These types of downloads are currently available:
Chubb Commercial PaperFree - NEW! Chubb's revolutionary electronic policy distribution system transmits electronic agent copies directly into your agency
management system. All transactions that typically generate paper, including new lines, renewals, rewrites, endorsements,
audits, cancellations are available via Chubb Commercial PaperFree, and most commercial and executive lines products and policy
types are included.
Claim download - Claim download provides your agency with daily updates of claim activities including initial loss notification, payments
and most status updates.
Direct bill commission downloads – Available for both commercial and personal lines, this optional component of Download sends commission data to your system
on a monthly basis, allowing you to automatically update your accounting information.
Policy download – Available for Masterpiece® except for Yacht and Yacht PreferenceSM policies and most non-Masterpiece policies, this download transmits detailed policy information to your system within 24 hours of when a Chubb policy transaction
occurs. Transactions include new lines, renewals, endorsements, cancellations and reinstatements.
Single Policy Resend - NEW! Allows you to request a resend of an individual policy download without having to contact us. This feature is available
via TransactNOW carrier transport and by selecting IVANS Single Polciy resend from the Insurance Carrier Site Choices.
Initial downloads – You can opt to receive data for all active policies and/or those that are issued but not yet active as of the date of the
download, when first setting up Download with Chubb. Consult with your agency management system vendor to determine if special
requirements or one-time fees apply.
Who Can Use Download?***
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AgencyPro for Windows
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Eclipse
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Vertafore for Windows (AfW & AfW Online)
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Hawksoft
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Vertafore Prime and Prime 2000
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Infinity
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Vertafore Sagitta and Sagitta Browser
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InStar
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Applied The Agency Manager (TAM)
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IRS – AIMS
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Nexsure |
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Applied Vision
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Nexsure
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DORIS
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Redshaw Elite
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Ebix One
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SIS Semci Partner
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EbixASP
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VRC
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How To Enroll for Download
Enrollment is an easy, two-step process:
1. Complete and submit the Download Enrollment Form, which requests basic information about your agency, the type and version of your agency-management system, and your IVANS
"Y" account number. If you do not have an IVANS account, we can create one for you.
2. Use the Management System Checklist to update your agency management system. This form will walk you through the process of updating your system.
If you have questions or need help enrolling for our Download service for personal lines, send an e-mail to Chubb's Premier
Solutions Team at premiersolutions@chubb.com or call them at 866-324-8222, Option 4. For commercial lines download contact the eBusiness Help Team at ebusinesshelp@chubb.com or call 1-877-747-5266, option 2
Training and Support
For download training, we ask that you contact your agency management system support team. They are more familiar with how
the download software (not owned by Chubb) interacts with specific agency management systems and versions.
Support for Chubb personal policy download is available on @chubb through Download Central. This online tool allows you to
initiate resend requests, view download history, and report any other problems.
*Our Download service supports all Masterpiece® policies except Yacht and Yacht PreferenceSM policies. **Direct bill commission downloads are not currently available for all agency management systems listed above. ***Commercial PaperFree is currently available on all Vertafore platforms and Applied TAM.
PDFs require the free Adobe Acrobat Reader. Get it here.
* PDFs require the free Adobe Acrobat Reader. Get it here. Click here to read guidelines for usage and important legal information.
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